Our Services

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We manage portfolios that consist of money held in general investment accounts, ISAs, SIPPs, SSASs and Offshore Bonds.

We manage money for individuals, families, pension funds, companies, charities and trusts.

We work in partnership with our clients' financial advisers, accountants and solictors. 

We encourage regular meetings and you will have access to the person managing your investments directly.

You will receive quarterly valuation reports and where appropriate, annual CGT and income tax reports.

We also provide secure online access for you to view your portfolio online via Investor Access™. This includes the ability to view the last two years' transactions. You will be able to see the most up to date information on your portfolio 24 hours a day, 7 days a week-via any computer, smart phone or tablet*.

Our service is complemented by our relationship with Raymond James Investment Services (Raymond James) who provide full compliance and regulatory oversight, FCA authorisation, access to institutional research, comprehensive reporting and smooth administration of your account - all of this underpinned by a financially sound foundation. Raymond James has £16.15bn client assets in the UK and $1.37trn worldwide.

Under a contract for services with Raymond James, we can concentrate on what we do best; client relationships and managing investment portfolios.

Pershing Securities Limited act as custodian for our clients’ investments. Pershing is part of the Bank of New York Mellon Corporation, a global investments company with a presence in six continents, 35 countries and administers over $47.8 trillion in global client assets.

Safeguarding your assets ranks among our highest priorities. In addition to choosing a financially sound and stable custodian, if you are eligible, your cash and investments also benefit from the UK’s Financial Services Compensation Scheme (FSCS). Further information can be found here: 

www.fscs.org.uk